West Bend Team

West Bend Team

Matt Zuleger, CFP®

Certified Financial Planner™

Matt is an independent consultant with Augustine Financial, LLC. Matt joined the firm in 2007 and has worked previously as a financial consultant. Starting with the Lutheran Brotherhood, Matt has been doing comprehensive financial planning since 1997, including investments, retirement planning, college funding, and insurance analysis. He graduated from Wisconsin Lutheran College, earning a bachelor's degree in business with an emphasis on finance.

Matt works closely with John Augustine and serves on the firm’s financial planning and investment policy committees. He is instrumental in the day-to-day implementation of investment philosophy and the ongoing portfolio management process. A firm believer in asset allocation and opportunistic rebalancing, Matt enjoys working with clients through the financial planning process and helping to merge investment strategies to fit their unique and ever-changing goals.

Matt and his wife, Ann, reside in West Bend and have been married since 1996. He is the father of four and is actively involved in his church and community. Matt is a former treasurer and youth discipleship chairperson of Shepherd of the Hills Lutheran Church. He has coached both West Bend Little League and Good Shepherd girls’ basketball. He is passionate about spending time with his family, especially by cheering on his children at all of their sporting events.

Sarah Krebs

Financial Services Assistant

Sarah joined Augustine Financial in September 2017. She earned her bachelor's degree in business and previously worked as an office manager, personal trainer, and in-home child care provider. Sarah assists Matt at the new West Bend office with day-to-day duties, which include making phone calls, organizing accounts, scheduling appointments, etc.
 

Sarah and her husband, Ben, live in Richfield and have been married since 2009. They have a son and a daughter. She is the owner of a small personal training company. In her spare time, she loves to spend time with her family and friends, running marathons, playing soccer, and hunting.

 

Peg Rechlicz

Financial Services Assistant

Peg joined Augustine Financial in September 2017. She has a degree in public safety telecommunications and previously worked in law enforcement for 21 years. Her background in dispatch and typing police reports has given her experience in confidentiality where client accounts are concerned.

 

Peg works part-time with Matt in our new West Bend office. Her primary duties include answering phone calls, tracking paperwork, completing forms, filing statements, scheduling client appointments, data entry, and helping Matt prepare for meetings.